Bruderman Asset Management’s Lumen LUMN Stock Holding History

Bruderman Asset Management’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-931	Closed	-$11K	–	362
2019 Q1	$11K	Hold	931	–	–	﹤0.01%	434
2018 Q4	$14K	Buy	931 +648	+229%	+$12.4K	﹤0.01%	393
2018 Q3	$6K	Sell	283 -6	-2%	-$126	﹤0.01%	303
2018 Q2	$5K	Buy	289 +6	+2%	+$109	﹤0.01%	323
2018 Q1	$5K	Buy	+283	New	+$4.91K	﹤0.01%	321
2017 Q3	–	Sell	-283	Closed	-$7K	–	237
2017 Q2	$7K	Buy	+283	New	+$7.11K	﹤0.01%	324
2017 Q1	–	Sell	-283	Closed	-$7K	–	233
2016 Q4	$7K	Sell	283 -1,785	-86%	-$45.3K	﹤0.01%	329
2016 Q3	$57K	Buy	2,068 +1,335	+182%	+$39K	0.02%	191
2016 Q2	$21K	Sell	733 -19	-3%	-$553	0.01%	260
2016 Q1	$24K	Buy	752 +1	+0.1%	+$28	0.01%	254
2015 Q4	$19K	Buy	751 +450	+150%	+$12.1K	0.01%	287
2015 Q3	$8K	Buy	301 +283	+1,572%	+$7.83K	﹤0.01%	355
2015 Q2	$1K	Buy	18 +1	+6%	+$34	﹤0.01%	423
2015 Q1	$1K	Buy	+17	New	+$635	﹤0.01%	413

Other funds holding LUMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return